See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,632 | $89,652-45.8% | $141,162-65.5% | $65,185-25.4% |
| Participation rate | 99.3% | 74.7%+24.6pp | 82.5%+16.8pp | 70.2%+29.1pp |
| Annual return | 23.49% | 32.79%-9.3pp | 71.39%-47.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,929 | $3,065-37.1% | $4,735-59.3% | $2,177-11.4% |
| Participant deferral / active EE | $6,628 | $5,691+16.5% | $6,709-1.2% | $3,514+88.6% |
| Admin fee / account holder | $8 | $569-98.5% | $10,261-99.9% | $847-99.0% |